Position in BEN
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$8,063,489
-$310,983 QoQ
Shares Held
341,384
-2.6% QoQ
Ownership
0.066%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BEN Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026PRINCIPAL FINANCIAL GROUP INC holds $6,620,168,937 across 37 Asset Management names. BEN ranks #30 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BN |
BROOKFIELD Corp /ON/
|
63,823,308 | $2,582,929,273 | |
| 2 | KKR |
KKR & Co. Inc.
|
19,507,741 | $1,804,466,041 | |
| 3 | BAM |
Brookfield Asset Management Ltd.
|
12,735,547 | $566,095,063 | |
| 4 | ARES |
Ares Management Corp
|
4,009,291 | $437,413,647 | |
| 5 | BLK |
BlackRock, Inc.
|
353,663 | $340,121,241 | |
| 6 | HLNE |
Hamilton Lane INC
|
1,103,913 | $109,728,951 | |
| 7 | AMP |
Ameriprise Financial Inc
|
222,465 | $98,863,445 | |
| 8 | BX |
Blackstone Inc.
|
858,964 | $98,772,269 |
All Filings in BEN
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,063,489 | 341,384 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $8,374,472 | 350,543 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $8,988,456 | 388,606 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $9,916,853 | 415,801 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $8,936,581 | 464,238 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $7,686,480 | 378,831 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $7,681,018 | 381,192 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $7,793,489 | 348,702 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $10,025,937 | 356,668 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $9,874,341 | 331,465 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $8,390,948 | 341,373 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $9,299,646 | 348,171 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $9,781,185 | 363,073 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $9,625,744 | 364,888 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $8,496,246 | 394,807 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $10,408,123 | 446,509 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $9,749,020 | 349,177 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $11,537,036 | 344,492 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $10,665,110 | 358,853 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $11,241,701 | 351,413 | Shares | Defined | 2021-08-10 | |
| 2020-12-31 | $8,899,338 | 356,116 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $7,665,803 | 376,698 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $9,066,693 | 432,365 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $6,765,057 | 405,336 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||